Planificateur Financier - Sherbrooke

Determine clients' financial objectives and lifestyle, provide comprehensive assessments, and build long-term relationships through expertise in financial planning, relationship building, and ongoing service delivery.,Perform relevant analyses, produce reports, and draw conclusions from results; formulate recommendations and continuously evaluate the effectiveness of programs, policies, and practices.,Contribute to the achievement of team and department objectives by strengthening customer service quality and demonstrating dedication.,Oversee service and productivity; evaluate effectiveness and implement continuous improvements.,Stay informed about best practices, procedures, and new trends.,Acquire specialized knowledge and apply it to provide mentorship, assistance, and guidance.,Maintain a culture of risk management and control supported by a harmonious risk appetite.,Fully participate as a team member and promote a positive, service-oriented work environment.,Financial Planner diploma issued by the Financial Planning Institute before the start date.,Successful completion of the Canadian Securities Course (CSC) OR CFA Level 1 (or higher) before the start date.,Three to five years of experience in the banking sector.

Financial Planner diploma issued by the Financial Planning Institute before the start date.,Successful completion of the Canadian Securities Course (CSC) OR CFA Level 1 (or higher) before the start date.,Three to five years of experience in the banking sector.,IIROC accreditation (or obtain within 90 days of start date) - *Useful*.,Successful completion of the Conduct Manual Course (CMC) within 90 days of start date - *Useful*.,Successful completion of the Essentials of Wealth Management (EWM) course within 30 months of start date - *Useful*.,In-depth understanding of the environment, competitors, and economic/market issues - *Useful*.

Financial Planner Diploma; Canadian Securities Course OR CFA Level 1+

Eligible for commission-based earnings.